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Get Institutions for : 
Innovator S&p 500 Ultra Buffer Etf - January (UJAN)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 69    4
Total shares held : 
 2,568,168  
% of shares held : 
 7.78%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -12  
Amount of shares held : 
 779,161  
% of shares held change : 
   2.36%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
6
 60,929
 2.37%
 
Increased Positions :
15
 1,106,058
 43.07%
 
Unchanged Positions :
25
 287,057
 11.18%
 
Decreased Positions :
23
-309,168
-12.04%
 
Closed Positions :
10
-78,658
-3.06%
 
Guru Positions :
0
 0%
 
View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1079 - 2024-03-31 40,582 $1,465,000 0
   Maltin Wealth Management Inc. 63 - 2024-03-31 20,063 $724,000 0
   Southland Equity Partners LLC 77 - 2024-03-31 18,695 $675,000 0
   Chicago Partners Investment Group LLC 397 - 2024-03-31 17,508 $624,000 0
   Diligent Investors LLC 191 - 2024-03-31 13,890 $501,000 0
   VALMARK ADVISERS INC 399 - 2024-03-31 11,720 $423,000 0
   Donald L. Hagan LLC 80 - 2024-03-31 10,787 $389,000 0
   Main Street Financial Solutions LLC 402 - 2024-03-31 8,800 $318,000 0
   IFP Advisors Inc 730 - 2023-12-31 9,059 $312,000 0
   Prosperity Financial Group Inc. 112 - 2024-03-31 8,009 $289,000 0
   Atria Wealth Solutions Inc. 1668 - 2024-03-31 6,891 $249,000 0
   DHJJ Financial Advisors Ltd. 132 - 2024-03-31 6,263 $226,000 0
   Orion Capital Management LLC 130 - 2024-03-31 5,183 $187,000 0
   Sunbelt Securities Inc. 716 - 2024-03-31 2,615 $94,000 0
   Sugarloaf Wealth Management LLC 274 - 2024-03-31 1,700 $61,000 0
   Capital Analysts Inc. 706 - 2024-03-31 1,095 $40,000 0
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 393 - 2024-03-31 1,000 $36,000 0
   Castleview Partners LLC 437 - 2024-03-31 651 $24,000 0
   J P MORGAN CHASE & CO 4919 - 2024-03-31 616 $22,000 0
   BAYSTATE WEALTH MANAGEMENT LLC 650 - 2023-12-31 406 $14,000 0
   NBC SECURITIES INC. 1834 - 2024-03-31 166 $5,000 0
   Larson Financial Group LLC 1377 - 2024-03-31 63 $2,000 0
   PROEQUITIES INC. 8775 - 2024-03-31 0 $0 0
  23 Records found
  1    
  Page 1 of 1
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